Hire the best Financial Modelers in Boston, MA
Check out Financial Modelers in Boston, MA with the skills you need for your next job.
- $60 hourly
- 5.0/5
- (5 jobs)
**Limited time promo: I am hoping to kickstart my presence on Upwork, so I'll be offering highly discounted services to early clients. My standard rate is $3-4k/day, and I will start raising my rate on Upwork after I have 5 reviews. EXPERT VETTED - Designation from Upwork, "Only the top 1% of talent on Upwork qualifies for Expert-Vetted talent status, and only those in select categories are eligible. These users have gone through a thorough screening process that evaluates technical expertise and soft skills." With over a decade of experience and success as a leader in Bain & Company's Private Equity Group, an e-commerce executive at Wayfair, and as a seasoned entrepreneur, I bring a unique blend of strategy and hands-on execution to your most challenging business situations. My professional journey has equipped me with rich insights into various sectors, especially the nuances of e-commerce and startup ecosystems. I've led fast-growing business units, navigated complex organizational challenges, and crafted growth strategies for burgeoning enterprises. As an entrepreneur myself, I understand the roller-coaster that startups face and I'm adept at refining ideas, conceptualizing MVPs, and navigating early-stage growth. If your business challenges are straightforward, there are numerous cost-efficient options available. But if you're dealing with complex, mission-critical issues or embarking on a transformative journey, I can help steer your course with an exceptional blend of strategy, creativity, and pragmatism. My advisory services will deliver results at a fraction of the cost of a McKinsey/BCG/Bain project team, but with the same commitment to excellence and achievement. Whether you have a clearly defined project or are still trying to figure out the right direction, I am open for collaboration. I enjoy working with small and medium-sized businesses, helping them navigate the entrepreneurial journey and thrive in their respective markets. Our collaboration begins with a comprehensive conversation to understand your unique challenges, then we devise a bespoke solution tailored to your needs. I look forward to partnering with you to create lasting value and success in your entrepreneurial journey.Financial Modeling
B2B MarketingDue DiligenceInvestment ResearchManagement SkillsGrowth StrategyRetailB2C MarketingSalesforceManagement ConsultingReal EstateBusiness Operations - $85 hourly
- 5.0/5
- (1 job)
I am a business strategist with expertise in e-commerce operations, marketing, and customer success. I have 10 years of professional experience, mostly within early-stage startups but also Fortune 500 companies. As an e-commerce and business generalist, I can help with a wide variety of services including: - Amazon Store Optimization - Shopify Store Setup and Management - SEO Optimization - Marketing Strategy, Content Marketing, PPC Advertising - Data modeling and Excel spreadsheet troubleshooting - PowerPoint creation, design, and editing - Startup Consulting - Management Consulting - MBA Admissions Consulting If you're looking for someone who can work independently and problem-solve, let's talk. I am an experienced MBA with extra time on my hands looking for ways to help your business succeed.Financial Modeling
PPC Campaign Setup & ManagementMicrosoft PowerPointMicrosoft ExcelEcommerce Management ConsultationOptimize Amazon SiteManage Amazon SiteStartup ConsultingData AnalysisBusinessMarketingFreelance MarketingShopifyEcommerce Website - $125 hourly
- 4.5/5
- (14 jobs)
Investment Banking Professional with experience working as a Finance, Accounting, and Operations Improvement management consultant at a Top 5 Global Accounting and Consulting Firm, and experience modeling financial statements and proforma's for private equity firms and investment banks. I offer quick turnaround (24-48 hrs) on work relating to financial modeling, pro forma's, profitability analysis, pricing strategy and analysis, and bookkeeping. Please see my website, gradientaccounting.com for more information.Financial Modeling
Account ReconciliationManagement ConsultingBusiness AnalysisFinancial AnalysisMicrosoft Excel - $50 hourly
- 5.0/5
- (2 jobs)
I'm a Tepper MBA graduate with experience consulting major companies, small businesses, and startups in financial analysis/modeling and business strategy. If you are looking to, • Develop business strategy. Some examples could be vendor sourcing strategy, pricing strategy, process strategy, go to market strategy, ect. • Create a financial model for potential valuation, acquisition, or free cash flow projections, • Implement strategic initiatives to improve overall business performance I can help you be successful in taking ideas from conception to implementation. If this sounds of interest to you send me some details about your company and current challenge, if it seems like a good fit we can schedule a call.Financial Modeling
SourcingContract NegotiationStartup PitchbookCorporate StrategyProduct DevelopmentMarketingBusiness ManagementData AnalyticsTechnical Project ManagementProcess DevelopmentSupply Chain & LogisticsEcommerceCustomer Insight AnalysisCompany Valuation - $150 hourly
- 0.0/5
- (1 job)
Hey there, I provide financial and real estate consulting, while being an owner-operator of a small real estate portfolio and management company in central New Hampshire. In a prior life I was a Senior Housing / Healthcare Real Estate Appraiser, leading the back end financial model, while performing over $10 billion of valuations. Skills & Expertise: - Financial and Real Estate Modeling - Investment and Feasibility Analysis - Real Estate Knowledge (Valuation, Supply and Demand, Highest and Best Use, etc.) - Small Business Consulting Any Excel / Google Sheets model you want built, I'm your guy!Financial Modeling
FinanceReal EstateBusiness ConsultingBusiness AnalysisReal Estate Financial ModelingReal Estate Business PlanReal Estate AcquisitionValuationMicrosoft Excel - $150 hourly
- 0.0/5
- (0 jobs)
With over a decade of professional experience, I am a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and MBA, specializing in financial analysis, strategic planning, auditing, and AI-powered accounting solutions. My expertise spans budgeting, forecasting, fraud risk management, and compliance, helping businesses optimize financial processes and mitigate risks. I take a client-focused, results-driven approach, delivering tailored solutions that align with your goals. Whether you need to navigate complex regulations, strengthen fraud prevention measures, enhance financial performance, or implement AI-driven efficiencies, I bring the expertise and strategic insight to drive measurable success. Let’s collaborate to fortify your financial strategy and propel your business forward!Financial Modeling
Business IntelligenceData Analytics & Visualization SoftwareData AnalysisAccounting SoftwareCash Flow AnalysisCost AccountingRisk ManagementTaxationInternal AuditingStrategic PlanningBudgeting & Forecasting SoftwareCPA - $100 hourly
- 0.0/5
- (0 jobs)
I am a passionate planner and believe long-term organizational success stems from a strong foundation of processes, people, and technology. That foundation must be routinely evaluated to ensure it is scalable and supports ever-changing business strategy. My 15+ years of accounting/finance experience across business models and industries has prepared me for a broad array of projects that can help set and maintain this foundation and transform cost-centers to strategic partners.Financial Modeling
Community Goals & KPIsKPI Metric DevelopmentCash Flow ModelingMicrosoft ExcelManagement ConsultingBookkeepingAccounting BasicsAccountingFinancial Planning - $175 hourly
- 0.0/5
- (0 jobs)
I am a strategic business leader with 20+ years of experience in scaling startups, executing M&A, and driving operational excellence. I specialize in growth strategy, corporate development, and financial modeling, helping businesses optimize operations, expand market reach, and maximize value creation. What I Offer: ✔ Startup Scaling & Growth Strategy – Led 5x revenue growth at CaringOnDemand through innovative execution and operational efficiency. ✔ Mergers & Acquisitions (M&A) Advisory – Sourced and evaluated 200+ deals, leading acquisitions up to $100M and ensuring seamless integration. ✔ Financial & Strategic Planning – Expertise in P&L management, investor relations, and financial modeling, working closely with CEOs, boards, and private equity firms. ✔ Business Transformation & Operational Optimization – Streamlined processes and built scalable frameworks to drive sustainable profitability. Why Work With Me? ✅ Hands-On Approach – I collaborate closely with leadership teams to execute strategies that deliver measurable results. ✅ Data-Driven Decision Making – I use analytics, market research, and financial insights to drive high-impact business decisions. ✅ Cross-Industry Expertise – Healthcare, cybersecurity, age-tech, and private equity-backed businesses. Let’s connect and discuss how I can help your business scale, optimize, and succeed.Financial Modeling
Leadership SkillsKPI Metric DevelopmentBusiness Process Execution LanguageStrategic PlanningCompetitive IntelligenceProcess OptimizationOperational PlanningLeadership DevelopmentFinancial StatementCompetitive AnalysisBusiness TransformationMergers & AcquisitionsStartup ConsultingGrowth Strategy - $250 hourly
- 0.0/5
- (0 jobs)
We help small businesses gain financial clarity, optimize cash flow, and make smarter decisions for long-term success.Financial Modeling
Revenue ManagementCost PlanningCost AnalysisCash Flow AnalysisForecastingProcess ImprovementKPI Metric DevelopmentFinancial AnalysisFinancial Planning - $100 hourly
- 0.0/5
- (0 jobs)
I am a seasoned startup CEO and marketing executive with 23 years experience helping companies define their market and products, develop realistic sales and marketing plans, and achieve their goals. I will save you and your business time and money by helping you avoid mistakes and find shortcuts to your business goals. Through my company Polar Design, which I co-founded in 1999, I have assisted hundreds of businesses of all sizes improve their marketing or user experience. We have engaged with established Fortune 500 corporations, mid-sized companies, startups, non-profits and Taft-Hartley benefit funds to develop and execute communication strategies of varying complexity. Prior to co-founding Polar Design, I worked as an aerospace consulting analyst, assisting in developing financial models and market assessments for public and private offerings, M&A and strategic realignments. I'm a graduate of Georgetown University's School of Foreign Service and Phillips Academy Andover. Polar Design employs 8 full time and part time employees. It produces successful online marketing campaigns, custom e-commerce websites, and secure benefit and transactional portals for multi-employer funds. I am also a co-founder of numerous past startups as well as an active and growing startup coffee roaster and distributor. My experience at these ventures includes: - business planning and business plan preparation; - mergers and acquisitions (we have acquired 3 similar agencies internationally) - financial analysis and planning - creative financing - software project management - software production development - online marketing project management - branding - sales management - market research and positioning - marketing strategy - communication (e.g., copywriting) - personal / life coaching I am currently seeking: - short term consulting projects with defined deliverables - part-time management or management consulting engagements of up to 3 months - ad hoc advice and consulting from time to time - longer term engagements in combination with partners who are subject matter experts in marketing, sales, finance, and project management I am not new to Upwork since I have used it myself to hire for many years. I am new to seeking opportunities myself, which I'm doing to both develop contacts and keep certain skills sharp that I may not use on a daily basis. I look forward to bringing my multi-decade experience in a variety of industries and my cross-functional perspective to bear on your projects however large, small or challenging. Thank you for reading my profile in its entirety.Financial Modeling
IT ManagementMicrosoft Dynamics 365Business CoachingIT InfrastructureUI/UX PrototypingFinancial ManagementWordPress e-CommerceSoftware Architecture & DesignMarketing StrategyProject ManagementBusiness DevelopmentBusiness PlanFinancial AnalysisIT Consultation - $25 hourly
- 5.0/5
- (2 jobs)
I am an expert in Finance that has passed Levels 1 & 2 of CFA and am currently studying for level 3 to become a designated charter. In addition to the CFA accomplishments, I have an MBA and Undergraduate degree, both in Finance that I leverage to provide insights on all things investing. I would be excited to provide my knowledge and research on individual stocks, mutual funds, ETFs, or any other investment products. I have built a considerable knowledge in Financial Planning as well and have accumulated a large sum from my personal investment philosophy. I am a curious and detailed analyst that has built a career on my ability to take complex financial data and communicate it in a way that is actionable and consumable.Financial Modeling
Stock Option AgreementEquity ResearchInvestment ResearchFinancial AnalysisInvestment StrategyFinancial Report - $50 hourly
- 0.0/5
- (0 jobs)
Hello! My name is David and I’m here to assist with all of your cash management / treasury-software implementation needs. Cumulatively, I have 10 years working experience in the corporate treasury and payments space. I am currently a FinTech consultant, onboarding Fortune 100 customers to a growing client base. I am highly specialized in developing bottom-line value-add solutions fueled by process automation. Please feel free to reach out if you’re looking for any assistance - from small tasks, like writing a macro, to complex finance transformation projects.Financial Modeling
Payment Gateway IntegrationSystem AutomationAPI TestingCash Flow AnalysisForecastingFinTech ConsultingMicrosoft ExcelTreasury Management Want to browse more freelancers?
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